Client Success Specialist supporting arts and cultural organizations using Spektrix ticketing software. Managing client relationships, resolving issues, and driving platform adoption remotely from British Columbia.
About the role
- Customer Success Manager guiding finance, tax, and engineering customers through Neo.Tax’s automated R&D tax credit and software capitalization workflows. Owning onboarding, adoption, renewals, and expansion.
Responsibilities
- Own the post-sale relationship with a portfolio of customers from kickoff through renewal
- Serve as the main point of contact for finance, tax and engineering stakeholders
- Lead customer onboarding by connecting Jira and GitHub, collecting payroll and cost data, and setting timelines
- Manage monthly capitalization updates, data refreshes, and annual R&D study and filing deadlines
- Troubleshoot data and integration issues with tax, engineering and solutions teams
- Explain results to CFOs, controllers, tax directors and outside CPAs
- Track account health and usage and identify risks early
- Own renewals and identify expansion opportunities
- Bring customer feedback to the product team
- Build scalable customer success playbooks and documentation
Requirements
- 5+ years in customer success, account management or implementation at a B2B SaaS company, ideally selling to finance or accounting teams
- Comfort with data, spreadsheets, payroll or cost files, and API integrations
- Clear written and spoken communication, including explaining technical or tax concepts to executives
- Track record of managing several accounts and deadlines simultaneously
- Ownership of retention and renewals
- Familiarity with the US R&D tax credit (IRC §41), ASC 350-40, or public accounting is a strong plus
- Bachelor’s degree in business, finance, accounting or a related field, or equivalent experience
- Must live and work in the US or Canada
- Must be authorized to work in the US or Canada without sponsorship
Benefits
- Direct access to leadership and the product team
- Real influence over how the company grows
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